Karan Hatiskar

1. Relationship & Channel Management

• Act as the primary liaison between the insurance company and AU Small Finance Bank.

• Develop and maintain strong professional relationships with AU Bank’s zonal heads, branch managers, and front-line staff.

2. Business Development.

Drive insurance product sales (health) through AU Bank branches.

Achieve business targets including premium collection, policy issuance, and customer retention.

• Identify high-potential branches and support their business growth through tailored strategies.

3. Branch Activation & Sales Support

• Ensure active participation of bank branches in insurance sales through regular interaction, motivation, and support

• Identify and onboard branch-level champions to drive insurance penetration.

4. Training & Product Awareness

• Conduct regular training programs and refresher courses for AU Bank staff on insurance products, sales processes, and compliance norms.

• Equip bank employees with effective sales tools and customer handling techniques.

5. Operational Coordination

• Ensure smooth policy issuance, documentation, endorsements, and claim handling.

• Act as a coordination point between AU Bank branches and internal departments (underwriting, claims, operations).

6. Reporting & MIS

• Maintain and share branch-wise performance reports, daily activity trackers, and weekly dashboards.

7. Compliance & Risk Management

• Ensure adherence to regulatory and company compliance standards.

• Monitor ethical selling practices and take proactive steps to prevent mis-selling or fraud.

• Managing Team of BDM's
• Relationship Building with SBI Bank BM, AGM, CGM for business drive
• Tracking Daily Business
• Day to Day Business Drive
• Visting branches with BDMS for Business drive
• Plan Activties for Maha Login Days

• Relationship Building with Channel Partner
• To Achieve Desired Target & Value Penetration
• Handling team of FOS
• Weekly Team Review
• Crossing Selling products in various Channels
• Maintaining Daily MIS and preparing Business report

• Daily Banking transaction processing (NEFT,RTGS,FD, GOLD Loan, Cash Management)
• Cross selling various banking products to the customer
• Source NTB Customers (CASA,TD,Insurance)
• Conducting Customer Service Activity for Customer engagement
• Visiting Clients places for Cold Calling ( CASA, MF,Insurance)
• Maintaining client Report

• Sourcing NTB Customer ( CASA,Insurance,TD,MF)
• Cold Calling In Market areas
• Guiding customers for Banking services
• Visiting Existing Customers for banking products
• Resolving Clients queries